Tax Planning During Uncertain Times

Free Webinar
Presented by Dan Packard, MAcc, CPA, CFE, CVA and Tim Anderson, CPA
Friday, October 16th, 12:00 pm to 2:00 pm

Register Here

Covering the following topics:

• HEALS and HEROES Act
• Biden and Trump tax platforms
• Payroll holidays and incentives (dates)
• PPP loan forgiveness
• Tax consequences of PPP, HHS, CFAP, etc.
• 199A
• Dependency exemptions and planning around stimulus
• Charitable contributions
• Retirement – qualified withdrawals          
• Student debt
• Net operating losses
• Managing a bracket
• Depreciation (including vehicle)
  
• R&D Credit
• Employment credits
• Disabled access credit
• Adoption credit
• State-specific credits
• Cost segregation and grouping elections
• Compensation paid to kids
• 1031s and opportunity zones
• Gifting and estate planning
• Pre-tax contributions to HSA, IRA, Donor-advised fund, and SE health insurance
• Setting up a private foundation
• And more…